See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,981 | $78,422-3.1% | $95,952-20.8% | $79,858-4.9% |
| Participation rate | 68.6% | 73.5%-4.9pp | 77.1%-8.5pp | 69.6%-1.1pp |
| Annual return | 17.23% | 19.37%-2.1pp | 91.61%-74.4pp | 31.71%-14.5pp |
| Employer contribution / active EE | $1,154 | $1,945-40.7% | $2,541-54.6% | $2,471-53.3% |
| Participant deferral / active EE | $1,706 | $3,440-50.4% | $4,167-59.1% | $3,740-54.4% |
| Admin fee / account holder | $1,689 | $5,622-69.9% | $6,795-75.1% | $5,306-68.2% |